Now weeks behind schedule, some federal retirees are still waiting on key tax forms to arrive by mail. Others are struggling to contact OPM for assistance.

OPM told federal retirees who requested paper 1099-R forms that the remaining documents were being mailed this week, and should arrive within five days.

2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

Add Yahoo as a preferred source to see more of our stories on Google. Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and ...

It's no big deal. That was the state’s message to its retirees after it sent them partially mislabeled tax documents. But on Monday, it changed course after the Des Moines Register, alerted to the ...

IRS Form 1099-R is issued to you when you take a distribution from your IRA, profit-sharing plans, insurance contracts, pension plan or annuity. If you didn't pay any taxes when you withdrew the money ...

Forbes contributors publish independent expert analyses and insights. Peter J Reilly is a Forbes contributor who covers taxes. Jun 21, 2016, 08:54pm EDT Jan 07, 2021, 03:42am EST This article is more ...

Don't let tax season catch you off guard. We break down the key differences on a W-2 and 1099 forms that directly impact your tax refund.